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Cetera Trust Company, N.A: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cetera Trust Company, N.A on CRM, newest first. How the timeline and the estimate are built.

Cetera Trust Company, N.A held 8,801 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,801 shares
    Change vs previous 13F -75 shares

    0.69% of the 13F portfolio, value $1,378,765.

    13F-HR 0002005547-26-000004 filed by Cetera Trust Company, N.A
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,876 shares
    Change vs previous 13F -570 shares

    0.94% of the 13F portfolio, value $1,656,883.

    13F-HR 0002005547-26-000003 filed by Cetera Trust Company, N.A
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,446 shares
    Change vs previous 13F +10 shares

    1.34% of the 13F portfolio, value $2,502,340.

    13F-HR 0002005547-26-000002 filed by Cetera Trust Company, N.A
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,436 shares
    Change vs previous 13F +25 shares

    1.25% of the 13F portfolio, value $2,236,332.

    13F-HR 0002005547-25-000008 filed by Cetera Trust Company, N.A
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,411 shares
    Change vs previous 13F -25 shares

    1.53% of the 13F portfolio, value $2,566,286.

    13F-HR 0002005547-25-000006 filed by Cetera Trust Company, N.A
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,436 shares
    Change vs previous 13F -150 shares

    1.61% of the 13F portfolio, value $2,532,245.

    13F-HR 0002005547-25-000004 filed by Cetera Trust Company, N.A
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,586 shares
    Change vs previous 13F -5 shares

    2.08% of the 13F portfolio, value $3,204,887.

    13F-HR 0002005547-25-000002 filed by Cetera Trust Company, N.A
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,591 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $2,625,153.

    13F-HR 0002005547-24-000008 filed by Cetera Trust Company, N.A
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).